Estate Tax Preparation

An accountant is more than a person you call at tax time. An accountant is a trusted adviser and information resource. If you’re thinking about buying a home, starting a family, getting divorced, saving for college, or retiring, you’re probably going to discuss each of these life changes with your accountant.

Flannery & associates

Estate planning services for individuals

Perhaps the biggest life change any person can experience is the death of a loved one. Too many people end up paying unnecessarily high estate taxes and inheritance taxes due to a lack of planning or poor guidance. This is one of the main reasons why Karen Flannery became a certified financial planner™ (CFP®). Ideally, everyone would be proactive about estate planning to ensure the process moves forward smoothly, but this isn’t always the case.

Flannery & Associates offers estate planning and administration services for individuals for a fraction of what an attorney would typically charge. These services include but are not limited to:

In addition to saving money, many of our tax and accounting clients come to us for estate services because they’re going through such a difficult time after a loved one passes away. Working with someone they already know and trust makes the situation much less stressful. They gain peace of mind because of the comfort they have in our relationship. If the estate administration is highly complex, we have great relationships with estate attorneys who can assist.

Contact us to learn more about our estate planning and administration services.